Carolina Financial Consultants, Inc.

Whispering Pines, NC

North Carolina

Registered In

05/15/2003

Incorp. Date

Company Summary

Carolina Financial Consultants, Inc. at 633 Planters Row, Whispering Pines, Nc 28327 lists Lee Morris Mcpherson and Reba Mcpherson of Vass, NC.

Overview

Registered In

North Carolina

Incorporation Date

05/15/2003

Company Type

Business Corporation

Status

Active-Not Current

Registration Type

Domestic

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People

Mcpherson, Lee M. Registered Agent	633 PLANTERS ROW, WHISPERING PINES, NC 28327 PO BOX 550, VASS, NC 28394 (Mailing)
Lee Morris Mcpherson President	PO BOX 550, VASS, NC 28394
Reba Mcpherson Secretary	PO BOX 550, VASS, NC 28394

Map & Locations

633 PLANTERS ROW, WHISPERING PINES, NC 28327 View Map
PO BOX 550, VASS, NC 28394 (Mailing) View Map

Financials

Financial Information for Carolina Financial Consultants, Inc.

Form 5500

CAROLINA FINANCIAL CONSULTANTS, INC

P O Box 550, Vass, Nc 28394 (910) 638-3021 EIN:81-0617549 Plan Admin:Lee Mcpherson

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameCAROLINA FINANCIAL CONSULTANTS 401(K) AND PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$546,893 / $765,722	2023	CAROLINA FINANCIAL CONSULTANTS 401(K) AND PROFIT SHARING PLAN - Plan #001	4 / 4	$546,893 / $765,722
2022	Plan NameCAROLINA FINANCIAL CONSULTANTS 401(K) AND PROFIT SHARING Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$717,717 / $546,893	2022	CAROLINA FINANCIAL CONSULTANTS 401(K) AND PROFIT SHARING - Plan #001	4 / 4	$717,717 / $546,893
2021	Plan NameCAROLINA FINANCIAL CONSULTANTS 401(K) AND PROFIT SHARING Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$660,213 / $717,717	2021	CAROLINA FINANCIAL CONSULTANTS 401(K) AND PROFIT SHARING - Plan #001	4 / 4	$660,213 / $717,717
2021	Plan NameCAROLINA FINANCIAL CONSULTANTS CASH BALANCE PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$359,701 / $466,087	2021	CAROLINA FINANCIAL CONSULTANTS CASH BALANCE PLAN - Plan #002	4 / 4	$359,701 / $466,087
2020	Plan NameCAROLINA FINANCIAL CONSULTANTS 401(K) AND PROFIT SHARING Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$148,807 / $660,213	2020	CAROLINA FINANCIAL CONSULTANTS 401(K) AND PROFIT SHARING - Plan #001	4 / 4	$148,807 / $660,213
2020	Plan NameCAROLINA FINANCIAL CONSULTANTS CASH BALANCE PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$150,019 / $359,701	2020	CAROLINA FINANCIAL CONSULTANTS CASH BALANCE PLAN - Plan #002	4 / 4	$150,019 / $359,701
2019	Plan NameCAROLINA FINANCIAL CONSULTANTS CASH BALANCE PLAN Plan #002 Participants BOY/EOY1 / 3 Assets BOY/EOY$0 / $150,019	2019	CAROLINA FINANCIAL CONSULTANTS CASH BALANCE PLAN - Plan #002	1 / 3	$0 / $150,019
2019	Plan NameCAROLINA FINANCIAL CONSULTANTS 401(K) AND PROFIT Plan #001 Participants BOY/EOY1 / 3 Assets BOY/EOY$0 / $148,807	2019	CAROLINA FINANCIAL CONSULTANTS 401(K) AND PROFIT - Plan #001	1 / 3	$0 / $148,807

Benefit & Retirement Plans based on Form 5500.

PPP Loans

CAROLINA FINANCIAL CONSULTANTS

507 Pink Moss Drive, VASS, NC 28394 Industry:Insurance Agencies and Brokerages

Loan Date	Approved	Forgiven	Lender	Jobs
04/14/2020	Approved$52,800 Forgiven$53,219 LenderFirst Bank Jobs3	04/14/2020	$52,800	$53,219	First Bank	3

PPP Loans based on Paycheck Protection Program.

Linked Companies

Address Match:Po Box 550 Vass, NC

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Street Match:Planters Row Whispering Pines, NC

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City Match:Whispering Pines, NC

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Sources

The following government agencies have contributed data:

• North Carolina Secretary of State • U.S. Department of Labor • U.S. Small Business Administration